Note: This version of the User Time & Expenses report is currently in Beta. We are actively refining the User Time & Expenses Report to ensure it provides the most accurate productivity insights. You may notice frequent updates as we improve the experience.
Overview
This report is a valuable tool for tracking billable and non-billable hours, as well as flat fees and expenses, logged by your firm's users. By following these steps, you can effectively run and customize User Time & Expenses reports in MyCase to gain insights into your firm's productivity and expense tracking.
What the Report Helps You Do
Track productivity by user
Identify who bills the most time and who might be underutilized or overloaded
Catch missing or late time entries
Prevent lost revenue due to missing entries
Support invoice prep
Confirm billing accuracy before invoices go out
How to Run a User Time and Expenses Report
Here’s how to pull the report in just a few clicks:
Click the Reports tab in the left navigation pane.
From the Productivity reports category, select User time & expenses.
In the top-right corner, click Customize.
You can customize your report by:
Filtering the data fields.
Adding/removing and reorganizing the columns.
Sorting the rows based on data type.
Grouping by Firm User or Entry Type.
Calculating the total of each data type.
4. Once you have customized the report to fit your needs, click Run report.
Do More with Your Report
Click More to:
Print report
Export as CSV
Export as PDF
Refresh data
To learn more about Customizing Your Reports, click here.